Rollins (ROL) reported earnings 30 days ago. What's next for the stock?
Rollins, Inc. (ROL) Analyst/Investor Day Transcript
ATLANTA, May 14, 2026 /PRNewswire/ -- Rollins, Inc. (NYSE: ROL) ("Rollins" or the "Company"), a premier global consumer and commercial services company, today highlighted its strategy for driving sustainable, long-term value creation through a resilient, capital-light business model, a durable organic growth engine, disciplined M&A, and a balanced approach to capital allocation. The Company emphasized its track record of consistent performance across economic cycles, including 25 consecutive years of revenue and adjusted EBITDA growth and approaching its 100th consecutive quarter of revenue growth, supported by recurring customer relationships and ongoing investments in modernization and operating discipline.
TORONTO, May 13, 2026 (GLOBE NEWSWIRE) -- With spring here, homeowners across Canada may begin noticing increased ant activity in and around their homes. While many ants are harmless, experts warn that carpenter ants are one pest that should never be ignored.
ATLANTA, May 7, 2026 /PRNewswire/ -- Rollins, Inc. (NYSE:ROL) ("Rollins" or the "Company"), a premier global consumer and commercial services company, will hold its 2026 Investor and Analyst Conference on Thursday, May 14, at 9 a.m. Eastern Time.
Rollins remains a buy as growth momentum and demand resilience persist, despite a noisy Q1 2026 margin miss. Q1 2026 revenue grew ~10% y/y to $906.4M, with organic growth across all segments and a swift March rebound after weather disruptions. Adj. EBITDA margin fell 109 bps to 19.8%, but margin weakness is attributed to non-structural, transient cost factors likely to normalize.
A decade ago, Atlanta led the nation in mosquito activity—in its 6 th year running, Los Angeles has firmly taken that title ATLANTA, May 5, 2026 /PRNewswire/ -- As mosquito season kicks off across the U.S., Orkin's 2026 Mosquito Cities List reveals a significant shift in mosquito activity across the U.S. and where these unwelcome pests are making the biggest buzz. While Los Angeles, Chicago and New York hold the top three spots, the broader top 50 list shows mosquito activity expanding beyond traditional hotspots and reaching more regions across the country.
In Q1 2026, Polen Focus Growth Portfolio returned -17.27% (net of fees) compared to -9.78% for the Index. Starbucks was the top performing absolute and relative contributor in Q1 amid positive signs that CEO Brian Nicol's multi-year turnaround strategy is beginning to bear fruit. In Q1 2026, we initiated new positions in Lam Research, Meta and Rollins, while we sold our holdings in Abbott Laboratories, Adobe, and Boston Scientific, Paycom and Intuit.
ROL's growth rides on tech-driven efficiency and steady acquisitions. Its rising costs, integration risks and liquidity concerns could weigh on margins.
Concurrent Investment Advisors LLC lifted its holdings in Rollins, Inc. (NYSE: ROL) by 65.7% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 44,265 shares of the business services provider's stock after purchasing an additional 17,546 shares during the quarter. Concurrent
